Steel City Financial Planners is a boutique financial planning business that has a focus on providing the best level of service to our clients, coupled with a warm and friendly vibe. Our team of dedicated support staff and experienced advisers will help to demystify your finances.

The Steel City Financial Planners name is a throwback to the Newcastle steel town of old. While we have an old school mantra of “Locals Helping Locals”, our focus remains on improving the future for our clients by building tailored strategies to help turn their financial dreams into reality.

Steel City Financial Planners: How can we help you?

Retirement planning and Centrelink advice

Finding out how much super you will need

Choosing the right investment strategy

Protecting your family and your wealth

Budgeting and better management of money

Reducing your debt faster

Boutique Investor Series

Shane Finlay

Director & Financial Planner

Lee-Anne Saunders

Financial Planner

Harrison Nowland

Paraplanner

Leea Wilson

Administration Manager

Belinda Lawrence

Administration & Customer Services Representative

Fran Moller

Administration

Get started

Book a complementary initial consultation and discover how we can help you own your tomorrow